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WealthPlan Investment Management’s PENN Entertainment PENN Stock Holding History

WealthPlan Investment Management’s Portfolio PENN Stock Details PENN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,266
Closed -$37.5K – 438
2023
Q1 		$37.5K Buy
+1,266
New +$39.3K 0.01% 268

Other funds holding PENN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HVCM
HG Vora Capital Management New York $197M AUM 17.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

WealthPlan Investment Management's PENN Position: Q2 2023 in Review

WealthPlan Investment Management sold out of PENN Entertainment (PENN) in Q2 2023, closing a stake of 1,266 shares — an estimated $37.5K sold.

WealthPlan Investment Management first reported a position in PENN in Q1 2023 and held it in 1 quarter. The position peaked at $37.5K in Q1 2023. 394 funds tracked by Wall St. Rank hold PENN as of Q2 2023.

  • WealthPlan Investment Management reported no remaining PENN Entertainment position as of Q2 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 1,266 PENN Entertainment shares in Q2 2023, an estimated $37.5K.
  • WealthPlan Investment Management first reported a position in PENN Entertainment in Q1 2023 and held it in 1 quarter.
  • WealthPlan Investment Management's PENN Entertainment position peaked at $37.5K in Q1 2023.
  • 394 funds tracked by Wall St. Rank held PENN Entertainment as of Q2 2023.

Based on WealthPlan Investment Management's 13F filing for Q2 2023, filed 25 Jul 2023.